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Schwab US Mid-Cap ETF

1,009 hedge funds and large institutions have $8.65B invested in Schwab US Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 362 increasing their positions, 401 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 401

3% less funds holding in top 10

Funds holding in top 10: 6664 (-2)

Holders
1,009
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVAMC
151
PPS&V Asset Management Consultants
Michigan
$8.2M
MFT
152
Moisand Fitzgerald Tamayo
Florida
$8.19M
Baird Financial Group
153
Baird Financial Group
Wisconsin
$8.09M
BCM
154
Brookstone Capital Management
Illinois
$7.96M
GCP
155
Gill Capital Partners
Colorado
$7.96M
ATWA
156
Arbor Trust Wealth Advisors
Michigan
$7.78M
SA
157
Scarborough Advisors
Maryland
$7.76M
CSP
158
Cary Street Partners
Virginia
$7.76M
TPI
159
Trust Point Inc
Wisconsin
$7.6M
WPIC
160
White Pine Investment Company
Michigan
$7.55M
JJBC
161
James J. Burns & Company
New York
$7.53M
WT
162
Whittier Trust
California
$7.48M
MWM
163
Meridian Wealth Management
Kentucky
$7.46M
RA
164
RFG Advisory
Alabama
$7.25M
MWP
165
Meridian Wealth Partners
Pennsylvania
$7.21M
CAM
166
Cresset Asset Management
Illinois
$7.21M
WETS
167
Wealth Enhancement Trust Services
South Dakota
$7.01M
NYLIM
168
New York Life Investment Management
New York
$6.91M
CPA
169
Cathy Pareto & Associates
Florida
$6.9M
BP
170
Broadleaf Partners
Ohio
$6.89M
CFIA
171
Cantor Fitzgerald Investment Advisors
New York
$6.82M
PWA
172
Peterson Wealth Advisors
Utah
$6.79M
JCM
173
Jacobi Capital Management
Pennsylvania
$6.67M
VIA
174
Victrix Investment Advisors
Florida
$6.62M
FSWA
175
Financial Synergies Wealth Advisors
Texas
$6.56M